Core Wealth Partners’s Realty Income O Stock Holding History

Core Wealth Partners’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$220K	Sell	4,057 -1,014	-20%	-$62.6K	0.09%	172
2026 Q2	$314K	Buy	5,071 +569	+13%	+$35.5K	0.13%	130
2026 Q1	$275K	Sell	4,502 -17	-0.4%	-$1.06K	0.13%	134
2025 Q4	$255K	Sell	4,519 -168	-4%	-$9.7K	0.11%	142
2025 Q3	$285K	Sell	4,687 -129	-3%	-$7.52K	0.13%	131
2025 Q2	$277K	Sell	4,816 -498	-9%	-$28.2K	0.14%	129
2025 Q1	$308K	Sell	5,314 -2,300	-30%	-$127K	0.18%	115
2024 Q4	$407K	Buy	7,614 +1,038	+16%	+$60.4K	0.23%	93
2024 Q3	$417K	Buy	6,576 +2,453	+59%	+$146K	0.25%	89
2024 Q2	$218K	Buy	4,123 +57	+1%	+$3.04K	0.15%	136
2024 Q1	$220K	Buy	+4,066	New	+$220K	0.17%	125
2023 Q1	–	Sell	-25,909	Closed	-$201K	–	129
2022 Q4	$201K	Buy	+25,909	New	+$1.61M	0.23%	98

Other funds holding O

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Core Wealth Partners's O Position: Q3 2026 in Review

Core Wealth Partners reduced its Realty Income (O) stake by 20% in Q3 2026, selling an estimated $62.6K and leaving 4,057 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #172.

Core Wealth Partners first reported a position in O in Q4 2022 and has held it in 12 quarters since. The position peaked at $417K in Q3 2024. 803 funds tracked by Wall St. Rank hold O as of Q3 2026.

Core Wealth Partners held 4,057 shares of Realty Income worth $220K as of Q3 2026.
Core Wealth Partners sold 1,014 Realty Income shares in Q3 2026, an estimated $62.6K.
Realty Income made up 0.09% of Core Wealth Partners's portfolio in Q3 2026, its #172 holding.
Core Wealth Partners first reported a position in Realty Income in Q4 2022 and has held it in 12 quarters since.
Core Wealth Partners's Realty Income position peaked at $417K in Q3 2024.
803 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.